Employer-Sponsored Retirement Plans

We serve a number of small to mid-sized corporate clients by providing advisory services for business retirement plans. These include: defined contribution 401k plans; defined benefit pension plans; and non-qualified executive compensation plans. We help these companies by providing an independent and expert assessment of the best investment options to match the investment needs and risk management goals of both the individual employees and the firm as a whole.

Typically our corporate clients include professional services firms, or companies with a strong need to attract and retain the best talent in their industry. These firms can have as few as 5 participants or as many as 50 to 100 employees. They generally are seeking a more cost effective solution with more investment alternatives and flexibility than their current plan may offer.


Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2019. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]